HiveCRM, HivePlanner, HiveIntel, and HiveCrew work together with HiveHire equipment hire, HiveFleet, HiveChat, HiveLeave, Customer Portal, SMS messaging, Finance Ledger, compliance documents, and HiveAssist workflows to take your contracting business from chaos to control. Every feature. Every plan. No upsells.
Every product included30-day free trialAll features, all plansUK built & supported
Keep customers, quotes, jobs, and payments connected in one place. Everything you need to manage the customer lifecycle without jumping between systems.
Store unlimited customers with all their details. Powerful search finds anyone instantly. Tag customers by type, location, or any criteria you need.
Create branded quotes in under 2 minutes. Apply discounts and VAT automatically. Send via email or download as PDF. Customers can accept online, sign on screen and agree to your T&Cs, with a signed PDF certificate kept on the quote. Try Interactive Quotes →
Convert approved quotes to invoices with a single click, or raise one straight from a completed job with the stock, costs and hours it used. Payment terms per customer (30 days, end of month or on receipt), order (PO) numbers, site addresses and recurring invoices.
Credit all or part of a sent invoice with a reason. Each credit note gets its own number, can be emailed as a PDF, syncs to Xero and QuickBooks, and shows on the invoice in the customer portal.
Connect Stripe (optional, on every plan) and customers pay online directly from invoices. Invoices marked paid automatically with zero manual work.
Filter invoices by status to see which need attention. Overdue, due soon, and upcoming are highlighted so you know exactly when to follow up.
Every interaction with each customer: quotes sent, jobs completed, invoices paid. Timeline view shows the full relationship at a glance.
Attach multiple site addresses to each customer. Tabbed detail views with notes, contacts, documents, and full job history per location. Linked across quotes, invoices, and jobs.
Create custom fields for information unique to your business. Tag customers for easy filtering and segmentation, including every customer brought in by an import.
Keep each customer's VAT number, company number, payment terms and default subsidiary on their record. They print on invoices and credit notes, and any credit held shows on the customer page.
How a typical job flows through HiveCRM
Select customer, add line items, apply discount. Professional branded quote created in 2 minutes. Email sent automatically.
Customer accepts quote. One click converts it to an invoice, or raise it from the job once the work is done. Payment link included when you take card payments.
Customer pays via Stripe. Money in your account. Invoice automatically marked paid. Job complete.
HivePlanner V2 - rebuilt from the ground up. Drag, resize, and create jobs directly on the calendar. Open the job panel for full job details without leaving the planner. Switch to Pipeline view for a kanban board of every job by status. Recurring jobs, site log, sign-off confirmation, cost tracking, and compliance documents all included.
Day, week, month, crew and list views with colour-coded statuses. Busy times sit side by side, multi-day jobs show as a bar across their days, and you choose which details each job card shows.
Create a job before you know the date and it waits in the Unscheduled tray until you drag it onto the calendar. Map view shows the day's or week's jobs by status. On a phone, the Agenda view lists each day's jobs as large cards with free gaps to book.
Inline warnings appear as you schedule - showing exactly which crew member clashes and which jobs conflict, before you save.
Assign crew when creating jobs. Nearby crew suggestions show the 5 closest team members with distance and status based on job address.
Click any job to open its panel - all job details, timeline, costs, parts, crew, customer files, and documents in one panel. Fixed on desktop; slides up from the bottom on mobile.
Structured site visits with numbering, customisable visit types, GPS coordinates, photo entries with captions, checklists with pass/fail/N/A items, before/after photo pairing, PDF export, and optional customer sharing.
Switch to kanban view showing all jobs grouped by status. Drag cards between columns to change status. Overdue jobs highlighted red. Mobile collapses to accordion.
Issue numbered compliance documents - certificates, RAMS, checklists, and method statements - from jobs, capture issue and next-check-due dates, and keep the record attached to the customer and job history.
Set jobs to repeat daily, weekly, fortnightly, or monthly. Edit just one occurrence, this and all future, or the entire series in bulk.
From booking to proof of completion
V2 is the default everywhere - calendar loads fast with a sticky toolbar and filter bar. Customise row height to see as much or as little as you need.
Switch to Pipeline view for a kanban board of every job by status. Overdue jobs flagged red. Drag cards to change status without leaving the board.
Click any job to open its panel - full details, crew, costs, and documents in one place without navigating away.
Generate compliance documents - certificates, RAMS, checklists, or method statements - from the job and optionally publish to the customer portal. Cost and margin summary updates as you add lines.
Ask your business anything. Type a question in your own words and the answer opens as a full report - a one-line summary, a chart, the figures and a suggested next step. Ask, Reports and Dashboards, all in one place.
Ask naturally - "who owes us money?" or "jobs completed last month by crew member" - and HiveIntel works out the records, dates and totals. "How HiveIntel read this" shows exactly what it used.
Answers open as a report with a summary, chart and table. Change it with a follow-up or the report settings, undo and redo, compare with the previous period, and click a bar or row to see the records behind it.
Colour a cell or whole row when a value meets a rule, such as overdue invoices in red. Up to five rules per report, shown on screen, on phones, in PDF and Excel downloads and in emailed reports.
Pin reports as tiles: charts, big numbers with the change on the last period, tables, headings and notes. Drag and resize, pick the period, refresh every 15 minutes and share with everyone or chosen people.
Have any saved report emailed daily, weekly or monthly. Periods like "last quarter" are worked out on the day it runs, so it is always current.
Download any report in the format your team or accountant needs, named after the report and the day.
Ask a question, open reports and dashboards, switch the period or "Just mine" with a tap and ask follow-ups, all laid out for a phone screen.
HiveIntel can never change your data. Administrators choose which Staff get it and whether they can download or email reports. Crew never see it.
From guesswork to certainty
Type your question in plain English, or tap a starter question. HiveIntel picks the records and dates and builds the report.
See how HiveIntel read the question, then change anything with a follow-up, Highlights or the report settings.
Save it, share it, pin it to a dashboard or have it emailed. Chase overdue money and invoice finished jobs before they slip.
Managing a team should not be complicated. Assign jobs, track hours, control permissions, and keep everyone connected in one place.
Rebuilt with bigger buttons and three tabs: Today, Jobs and Me. Today puts the next job first, with one button for the next step - On my way, Arrived, then Complete - and a list of anything still needed to finish the job. See the new HiveCrew →
Create profiles for each team member with contact details, job role, and core information. Keep the right people assigned to the right work.
Assign jobs to specific team members or crews. See each person's current workload. Track who's working on what in real time.
Team members clock in from the field and log hours against jobs. Track attendance and export timesheets for payroll or job costing.
Administrators run the business. Staff only see the areas you tick, such as Customers or Quotes & Invoices, with deleting, taking payments and exporting off until you allow them. Crew get just what they need in HiveCrew.
Holiday allowances, requests, sickness and company closures. HivePlanner, HiveCrew and HiveHire warn you before you book someone who is off.
HiveCrew's Chat tab brings in HiveChat: message the office and the team, and chat on each job with photos and voice notes - not in a personal WhatsApp group. See HiveChat →
Geolocation-backed check-ins confirm when teams are on site. Directions open in each person's preferred maps app - Google Maps, Waze or Apple Maps - and map links improve planning, routing, and field visibility.
Log expenses with supplier, category, tax rate, receipt uploads, and notes. Link expenses to specific quotes or invoices for full job costing.
See which team members are on which jobs. Monitor hours logged through timesheets. Track workload and availability at a glance.
No signal on site? The HiveSuite Android app keeps jobs, check-ins, timers, photos, notes, materials and certificates working offline, and syncs everything exactly once when you reconnect.
Native Android app on Google Play. On iPhone, HiveCrew installs as a Progressive Web App with push notifications while the native iOS app awaits App Store approval.
From chaos to coordination
Create job in HivePlanner. Assign to team member. They get instant notification with job details, customer info, and location.
Team member taps On my way, then Arrived, and updates the job as they go. Shares photos and videos from site. You see everything in real time without phone calls.
Job marked complete. Hours logged. Customer billed. Team member's performance tracked. Ready for the next job.
Hire out equipment from your stock list. Price it with rate cards, book it onto jobs with live availability, run each hire as a rental order, cross-hire from suppliers, dispatch and return it with photos and signatures, and invoice it on return, up to a date or every month.
Daily, weekly and monthly rates, rate tables, or a fixed period then a daily rate. Automatically priced at the cheapest combination of your rates, with charging days and minimum hire.
See how many are free for the chosen dates on the job form. Overbooking protection warns with a recorded reason, or blocks the booking.
Hire from a stock count or track each machine with its own fleet and serial number, status and due-back date.
Record meter, hours and fuel readings, condition, photos and signatures when kit goes out and comes back. Late returns and usage are charged.
Name delivery and collection drivers. Price delivery per mile or by distance band from your main yard or a regional yard.
Invoice on return, on a set date, on a recurring schedule or at month end, or up to any date while kit is still out. Scheduled invoices are drafts, and billed periods are tracked so they aren't charged again.
Optional order numbers for every hire, with status, delivery, collection, exchange and service jobs in HivePlanner, and re-hire to the same customer and site.
Sub-rent kit from hire suppliers with draft purchase orders and margin per line, and book hauliers for deliveries and collections.
Pause charging for breakdowns, site closures or bad weather. The price updates straight away and is recorded in the hire history.
Team members on a job dispatch and return kit from HiveCrew. You choose whether they see hire prices.
From booking to invoice
Add hire items to a HivePlanner job. HiveHire checks availability and works out the price from the rate card as you type.
Pick the unit going out, record readings, condition, photos and a signature. The job shows it as on hire.
Book it back in with end readings and usage. The hire is invoiced on return, on a date or on its recurring schedule, or up to a date while it is still out.
Keep your vans, cars, trucks, trailers and plant in one place: the key dates and reminders, who has which vehicle, daily vehicle checks and problems from HiveCrew, mileage and fuel, fines, and what each vehicle costs on your jobs.
Type a registration and HiveFleet fills in the make, model, colour, year, fuel and MOT date, works out whether it is a car, van or truck, and brings in the full MOT history. Nothing to sign up for.
MOT, road tax, insurance, service and breakdown cover, plus documents with an expiry date. Notifications, an optional daily email, and a text for anything urgent if you choose.
Crew do a quick daily check on their phone and report problems with a photo and how serious it is. A vehicle that is not safe to drive comes off the road.
Book vehicles in HivePlanner and HiveFleet checks them first: no double bookings, and expired MOT, tax or insurance flagged. Block, or allow with a recorded reason.
A fair share of each vehicle's running cost is added to the profit of the jobs it was on that day.
Licence details and expiry, each DVLA licence check recorded with its check code, and a reminder when the next one is due.
Parking, bus lane, speeding, congestion and clean air notices, with the driver at the time suggested and the usual deadlines filled in.
Load stock onto vehicles and see where everything is. Crew take materials from their own vehicle first, then the yard.
From the morning check to job profit
The driver does the daily vehicle check in HiveCrew. Any problem goes to the Checks & defects board with a photo.
The van is booked onto jobs in HivePlanner, checked for clashes and expired dates first.
Its day rate is shared across the jobs it was on, so each job's profit includes what the van cost.
Team chat built into HiveSuite: direct messages, channels and a chat on every job, for your office and your crew - not a personal WhatsApp group.
One conversation for each pair of people. Anyone can message anyone, or set Crew to message the office only.
Named group conversations, announcement-only channels, and an optional Company notices channel that everyone joins automatically.
In the HivePlanner job panel and HiveCrew's Chat tab. Everyone who can see the job can read it, and the office hears when Crew ask for help.
Up to 6 photos, videos or PDFs at a time, and voice notes of up to 5 minutes. Reply, react, @mention and pin.
Administrators and Staff can mark a message Urgent or ask everyone to confirm they've read it, then see who has and who hasn't.
Personal notification choices, muted conversations and quiet hours, plus team working hours. Urgent always gets through.
Choose who can create channels, who Crew can message, and switch job chats, voice notes, Seen, typing and GIF search on or off.
Administrators can't read conversations they're not in. Choose how long messages are kept, and pause deleting if a dispute needs them.
From the photo to the answer
A crew member posts a photo and a voice note in the job's chat from HiveCrew.
The office is notified straight away, even if they're not on the job.
The answer lands in the same chat, next to the job, for everyone working on it.
Give every customer their own branded login. They can view jobs, approve quotes, pay invoices, upload files, message your team directly, and download shared documents.
integrations
Start from preloaded templates designed around UK standards for certificates, RAMS, checklists, and method statements, or build your own in Certificate Studio. Add logical or conditional fields and checklists, then issue numbered PDFs from jobs with next-check-due dates, and publish documents to the customer portal when needed.
built into every plan
Beyond the core products, HiveSuite includes SMS messaging, finance ledger, inventory management, AI-powered automation, recurring jobs, custom numbering, and invoice tracking - all on every plan.
Full stock tracking with purchase orders, product catalogues, and real-time stock levels. Add parts and materials to quotes and jobs, and HiveSuite updates quantities automatically.
AI that works across the platform - not just a chatbot. HiveAssist drafts quote line items from job descriptions, designs your quote and invoice templates, scans receipts into Finance Ledger, generates compliance document content, and summarises customer histories.
Two-way SMS conversations with customers via Twilio. Reusable templates, event-triggered automations, staff notifications, credit management, and branded short links for quotes, invoices, and payments.
Built-in operational bookkeeping without a separate accounting tool. Track income and expenses, manage VAT, set budgets, and let Stripe payments auto-record into the ledger.
Holiday allowances, requests and approvals, sickness, UK bank holidays and company closures. Get a warning before you book anyone who is off, and a Needs cover list for the jobs affected.
Learn moreSet jobs to repeat daily, weekly, fortnightly, or monthly. Edit one occurrence, all future, or the entire series. Paired with recurring invoices for regular service contracts.
Learn moreSet your own prefixes and starting numbers for quotes, invoices, credit notes, jobs, and compliance documents. Match your existing numbering scheme or start fresh with a format that works for you.
Track every invoice from sent to paid. Filter by status to see overdue, due soon, and upcoming at a glance. Recurring invoices for regular contracts. With Stripe connected, a payment link on every invoice.
Learn moreAssign jobs from Crew View or the map, notify your team instantly and follow each job from On my way to complete.
Learn moreDigital job sheets in HiveCrew with job lines, materials, photos, checklists and certificates, plus branded work order PDFs.
Learn moreLabour, materials, expenses and vehicle costs against every job, with the margin compared to what you invoiced.
Learn moreThe HiveCrew job timer fills timesheets against each job, with weekly and monthly totals and CSV export.
Learn morefrom people using it
"Moving from WhatsApp to HiveSuite was the best move I've made for my locksmith business."
The automation handles my website leads and quotes while I'm out on jobs, and HiveIntel found over £300 in unpaid invoices I'd completely forgotten about.
"I can literally ask 'who hasn't paid me yet' and get the answer in seconds."
Typos? Doesn't matter. If you're running everything from your phone, this just works.
"HiveSuite is by far the easiest management tool I've used for a small business."
Working directly with the developers to shape new features has made a real difference to how I run things.
See what others say on Trustpilot
Yes. Every HiveSuite plan from Solo (£34.99/month) upwards includes HiveCRM, HivePlanner, HiveIntel, HiveCrew, HiveHire equipment hire, HiveFleet, HiveChat, HiveLeave, the Customer Portal, compliance documents, custom forms, Stripe payments and QuickBooks & Xero sync. There are no feature tiers or add-on charges.
Most customers are up and running within an hour. Sign up, add your business details, and start creating quotes. You can import existing customers via CSV and connect QuickBooks or Xero in about two minutes.
Yes. HiveCrew is the team member view of HiveSuite and works on any phone. On Android, download the native app from Google Play - it includes offline mode, so your crew can keep working with no signal. On iPhone, HiveSuite installs as a Progressive Web App with push notifications while our native iOS app awaits App Store approval: open HiveSuite in Safari, tap the Share button, then tap "Add to Home Screen". The iPhone web app needs a connection.
Yes, in the Android app. Offline mode is on for every account and keeps your upcoming and overdue jobs, customer details, site notes and certificate templates on the phone in an encrypted store. With no signal you can check in, pause and resume timers, complete jobs, add updates and photos, flag issues, log materials, issue certificates with signatures, add customer notes, create customers, jobs and quotes, and carry out HiveHire dispatch and return steps. Everything syncs automatically, exactly once, when you are back online.
HiveIntel lets you ask questions about your business in plain English - things like "who owes us money?" or "which recent jobs made the most profit?" - and opens each answer as a report you can change, highlight, save and share. It also includes shared dashboards, CSV, Excel and PDF downloads, and reports emailed daily, weekly or monthly. It is read only, so it can never change your data.
No. HiveSuite includes Document templates and Certificate Studio, with templates designed around UK standards for certificates, RAMS, checklists, and method statements. Numbered PDFs, issue and next-check-due dates, and automatic sharing via the Customer Portal. It is built into HivePlanner on every plan.
Yes. The Customer Portal gives your customers a branded login where they can view jobs, approve quotes, pay invoices via Stripe, message your business, and access shared documents. Included on all plans.
Yes. Every plan includes a full product catalogue with categories, SKUs, cost and sell prices, real-time stock levels, purchase orders for supplier reordering, and low-stock alerts. Parts added to jobs automatically update stock quantities.
HiveAssist is AI built into the platform. It drafts quote line items from job descriptions, scans receipt images into Finance Ledger extracting merchant, date, amount, VAT and description, generates compliance document content from templates, and summarises customer histories. Included on all plans.
Yes. Custom numbering lets you set prefixes and starting numbers for quotes, invoices, credit notes, jobs, and compliance documents. Match your existing numbering scheme or start fresh.
Yes. Every plan includes two-way SMS conversations with customers via Twilio, a reusable template library with 8 categories, event-triggered automations for quotes, invoices, and job updates, and staff SMS notifications. Credits are included with paid plans and additional credits can be purchased.
Yes. The Finance Ledger lets you track income and expenses, manage VAT, set budgets, and handle recurring transactions - all inside HiveSuite. Stripe payments and refunds auto-record into the ledger. HiveAssist receipt scanning extracts values from uploaded photos. CSV import and PDF/CSV export included.
built for your trade
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